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Noah John Pavek

Investment adviser representative at Osaic Wealth, Inc.
15 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Osaic Wealth, Inc.Jan 2023 to now
  2. Royal Alliance Associates, Inc.Feb 2021 to now
  3. Bigler Financial ServicesJul 2020 to now
  4. FollettJun 2018 to Jun 2020
  5. Karl Manufacturing SolutionMay 2017 to Aug 2017
  6. University of North DakotaAug 2016 to Dec 2019
  7. UnemployedJun 2011 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (MN).

Osaic Wealth, Inc.

$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7281335
Firm CRD
23131
Advisor's SEC record (opens in a new tab)
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